A hub for independent voices and hard truths
Shorting bonds is the next trade to blow up. https://t.co/DpgDMfmY4N — Fibonacci Investing⚡️ (@FibonacciInves1) June 4, 2025 Record institutional short in ultra long bonds (via futs) pic.twitter.com/Bt3m3qlpjm — zerohedge (@zerohedge) June 2, 2025 The Beige Book just put the stamp …
by Mike Shedlock Rare earth minerals are China’s trump card. Trade Hardball Coming Up The Wall Street Journal reports China’s New Trade Negotiator Is Ready to Play Hardball In Geneva in mid-May, Vice Premier He Lifeng [pronounced “huh”] extracted a 90-day …
BREAKING: US stock market futures fall sharply as President Trump says China has violated their trade deal with the US. https://t.co/le2EqSOfkg pic.twitter.com/oqTa6XbuXk — The Kobeissi Letter (@KobeissiLetter) May 30, 2025 BREAKING Trump reveals China has stalled on tariff talks. pic.twitter.com/OefYi102ul …
Watch live as the United States and Britain announce a trade deal aimed at easing President Donald Trump’s sweeping tariffs and delivering a political victory for U.K. Prime Minister Keir Starmer. Trump posted that the agreement will be “full and …
The three judges who just overturned Trump's entire trade agenda pic.twitter.com/XPGKY8jsVs — zerohedge (@zerohedge) May 29, 2025 Clear as day he can tariff to fix our trade imbalances. pic.twitter.com/awTGjRpMLj — Stan Denver (@Raisins4Dinner) May 29, 2025
Goldman thinks reciprocal tariffs could be replaced with Section 122 tariffs for 150 days while Section 301/232 tariffs are put in place country by country pic.twitter.com/ws2mU6cdfu — Special Situations 🌐 Research Newsletter (Jay) (@SpecialSitsNews) May 29, 2025 Goldman Sachs says …
Profit doesn’t come in flashes or fireworks. It’s earned quietly, steadily, and methodically. If you want to step up your trading game, the smart money still flows through the major indices, commodities, and bonds. These markets move with clarity and …
by Mike Shedlock Daniel Lacalle says the US has the advantage and talks should be easy. Fast Track Talk Background Last week Trump threatened 50 percent tariffs on the EU starting June. On Sunday evening, Trump rolled back until July …
China's leverage was "empty shelves", EU's leverage is "services and mag7"https://t.co/axYc5BpIBm https://t.co/aa38r5kL07 — Marko Kolanovic (@markoinny) May 26, 2025 Clearly someone notified Trump that 90 days is July 8th, not June 1st, because how else would he know? Hence disaster …
🚨Container bookings from China to the US are COLLAPSING: Bookings for standard 20-foot shipping containers from China to the US fell 45% Y/Y in mid-April, according to Vizion. Next will be a trucking demand DROP leading to empty shelves, lower …
Trade talks with Japan have apparently broken down as well. Scott Bessent said there are no further trade deals coming until at least July 2025, if at all. https://t.co/mkbsTlcqVw pic.twitter.com/X7TUGjg0w4 — Financelot (@FinanceLancelot) May 25, 2025
Interesting More selling Monday night? Bitcoin is selling off(107k) and so is Weekend Wall Street. Next week could be wild pic.twitter.com/Wq5qmP3mGf — QE Infinity (@StealthQE4) May 25, 2025 On Friday someone bought $5,420,000 worth of $NVDA 131 puts $NVDA reports …
This will be the narrative in June because no countries are signing trade deals. The Trump administration has completely stopped talking about tariffs. When was the last time you saw Lutnick or Navarro? https://t.co/sN46JRNfAJ — QE Infinity (@StealthQE4) May 23, …
From a macro perspective the tariff policy outcome is far more important than the nuances of the big beautiful bill. Even with the China "deal" a couple weeks ago rates are still quite elevated, with the question ahead of whether …
Japan Is the Fuse. The U.S. Is the Bomb. The cracks in global bond markets just turned into fractures. Japan’s 20-year government bond (JGB) auction was the worst since 1987. Bid-to-cover ratios collapsed. Yields on the 30-year spiked to 3.12%, …
Unemployment 20-29 (2 year associate academic):.6%Unemployment 20-29 (2 year vocational):5.2%#econtwitter further thoughts? — Ro Khanna (@RoKhanna) May 15, 2025 College was supposed to be the ticket. The path. The safety net that guaranteed something better. Parents took out loans. Students …
DXY has given back all of its gains following China trade news. pic.twitter.com/W9c8dZTGs9 — Michael J. Kramer (@MichaelMOTTCM) May 14, 2025 BREAKING NEWS THAILAND'S RICHEST MAN IS WARNING THAT THE UNITED STATES RISKS LOSING ITS GLOBAL LEADERSHIP POSITION IF COUNTRIES …
The bond market is fighting Trump: Despite countless efforts to calm yields, they keep rising. The 10Y Note Yield is now up +35 bps in May alone, back at 4.50%. As trade deals are announced, rate cuts are being priced …
📈 Diverging Trade Paths: U.S. Deficit Hits $1.4 Trillion as China’s Surplus Climbs to $1.1 Trillion (LTM Q1 2025) byu/EconomySoltani inInfographics In the twelve months ending March 2025, the U.S. trade deficit widened to $1.4 trillion, a 30.3% increase from …
Everybody is so happy right now. The Dow Jones Industrial Average surged over 1,000 points today, television commentators are overflowing with positive sentiment, and even many of President Trump’s fiercest opponents are celebrating. It warms my heart to witness such …
by Michael Everybody is so happy right now. The Dow Jones Industrial Average was up more than 1,000 points today, the talking heads on television are bubbling over with optimism, and even many of President Trump’s harshest critics are cheering. …
Biden’s tariffs were a failure by design—raising EV levies to 100% while letting China flood other sectors. The real issue? His administration collected over $230 billion in tariffs, yet Beijing still dominates critical industries. Trump’s initial 2025 tariff rollout had… …
China’s delegation on Sunday described a meeting with US officials in Geneva as “candid, in-depth and constructive”, after two days of bargaining in Switzerland following President Donald Trump imposing steep tariffs and Beijing retaliating.
by Michael The whole world has been shocked by the fact that the U.S. and China were able to work out a “trade deal” in just a single weekend. Ultimately, I think that the Chinese were a lot more motivated …
The trade deficit will find another level but the situation is actually worse once people step back and think about sht for more than a degenerate price tick. The underlying problem with this disorderly “Flood the Zone” manner in which …
The UK "deal" announced yesterday largely had the same terms as on Liberation Day and the "Pause" – the 10% across the board remained largely in place.https://t.co/aFLgc18ZBO — Bob Elliott (@BobEUnlimited) May 9, 2025 As @petereharrell noted the other details …
Tariff rush blows out U.S. trade deficit to historic high! byu/MonetaryCommentary inEconomyCharts The U.S. trade deficit ballooned to a record $140.5 billion in March 2025, as everyone rushed to import goods ahead of Trump’s tariffs, which kicked in early April. …
UK Trade Deal Summary pic.twitter.com/8hZ6WiVCUC — Special Situations 🌐 Research Newsletter (Jay) (@SpecialSitsNews) May 8, 2025 Nothing says you are focused on Main Street over Wall Street than reducing tariffs on UK car making. https://t.co/592q1zFbqm — Craig Shapiro (@ces921) May …
🔴 ⚠️ BREAKING: US-UK trade pact will leave the 10% US tariff in place – CNN. — FinancialJuice (@financialjuice) May 8, 2025 Trump's "big" trade deal is with the UK:– It's a framework not a deal– They're our 11th largest …
by Michael When prices go up, our standard of living goes down. That is the way that it works. I have been writing quite a few articles about the shortages that the global trade war is going to cause in the months …